Saxo Market Call Is Meta bad for humanity, even if earnings were as good as it gets?
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Jul 31, 2025 Meta's recent earnings raise questions about its larger impact on mental health and addiction, sparking a cautionary note. The AI investment frenzy is analyzed, with concerns over sustainability and comparisons to past bubbles. Market fluctuations are discussed, highlighting challenges facing giants like Apple amidst unpredictability. Additionally, trade policies, including new tariffs and their effects on companies like Amazon, are dissected, revealing the complex dynamics of international trade amidst shifting economic sentiment.
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Meta's Peak and Ethical Concerns
- Meta's latest earnings report was outstanding but may be the peak for a company of its size.
- Mark Zuckerberg's vision of 'super intelligence' raises ethical and mental health concerns.
Microsoft's Cloud Growth Surge
- Microsoft grew its Azure cloud business by nearly 39%, pushing its shares up 9%.
- It surpassed a $4 trillion market cap, joining NVIDIA in that exclusive club.
Bubble Timing and AI Impact
- Jeremy Grantham warns calling the end of a market bubble is a losing business.
- Introduction of AI like ChatGPT fuels bullish sentiment but also inflates bubbles.